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Hello, doer!If you use Pipefy for a while now, you've probably used automation rules already. But are you sure you're making the most out of this feature?Automation is how you leave all the tedious, repetitive work to Pipefy and use your time on more productive tasks. That's why I want to invite you to a webinar we're hosting.On it, we'll talk about how to get superpowers with Pipefy automation!The Webinar How to build automation to improve your processes performance will happen on April 22nd, Thursday, at 10 AM (PST). I hope to see you there!Sign up here. Check the Brazil edition here.
Hey, dear members! How are you doing?We are constantly working on improvements to make your day-to-day activities as automated as possible. So here goes an invitation: would you participate on a new page we are creating? It is easy; all you have to do is answer this:📢 How Pipefy made a difference to you? What benefits can you identify in your workflow?Hope to hear from all of you in the comments!
I already mentioned in “How to edit your HTML email templates in your favourite HTML Editor” that the tool i wrote, https://github.com/GenieTim/PipefyEnhancer, provides a few different abstractions and added functionality on Pipefy using their GraphQL API. In this post, I will explain one more of the commands it provides: adding a field to multiple phases at once. Why would I want to do that? The scenario, why I wrote this command, is, that my client wanted a way to organise the attachments on their pipe. They wanted fields, such as “External Analysis” or “External Invoice”, where they can attach documents. They want to be able to attach these documents at every step in a process, meaning in every phase, while also knowing at which phase they entered the document. The last condition is it, that prohibits a single field in the first phase, that could be edited later in other phases using the left hand side, history, of the card. Please support my idea “Sort Attachments” to reduce the ne
Pipefy provides the nice option to have E-Mail templates in HTML. This way, you can add tables, images, and pretty much all the styling and formatting you can dream of (provided there is support in the E-Mail program). What I am not quite happy about is the editor they provide. The windows size is limited. There is not code highlighting. No syntax highlighting. The lack of syntax highlighting and code formatting means, that it is too easy to miss a closing tag too many or not enough. All in all, it is just not suited for actual coding. That is why I wrote a custom CLI application, which uses Pipefy’s GraphQL API to fetch the E-Mails I want to edit, open them in my favourite editor (e.g. Visual Studio Code), and submit them back to Pipefy once I finished editing.I published this tool open-source, so you can use it too: https://github.com/GenieTim/PipefyEnhancer The usage steps are the following:1. Install NodeJS 2. Run the command (in your favourite terminal/command line/whatever it is
Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices!Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. April On 07th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 14th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 28st at 10am (PST) - https://pipefy.zoom.us/j/99956210575 You also can check the Portuguese version here.
Hey, dear members! How are you doing? Did you lose our monthly meetup? Do not worry because you can check and share the full recording of the Boulder Longevity case. Lots of papers to sign and a process that could take more than 60 hours/month. Boulder Longevity is doing the same process in 2 hours/month since they started to use Pipefy. Susan Hirano, the Director of Strategic Operations told us more about this incredible case and more about how Pipefy is helping now other departments to achieve and deliver more velocity and quality to their clients. Check the Brazilian Edition here.
Do you want to know more about Pipefy 2.0?In this conversation, we'll talk about:- The main reason for the interface improvement;- Demo the main changes and show how to navigate in the new interface;- And we'll have the presence of one of the developers of Pipefy2.0 to answer your questions.On March 23 at 1pm (EST) / 10 am (BRT)Sign up HERE.
Community Meetup | Check out the Boulder Longevity case and how they saved 97% of time on their signing documents process
Lots of papers to sign and a process that could take more than 60 hours/month. Boulder Longevity is doing the same process in 2 hours/month since they started to use Pipefy. Susan Hirano, the Director of Strategic Operations will tell us more about this incredible case and more about how Pipefy is helping now other departments to achieve and deliver more velocity and quality to their clients. Boulder Longevity Institute offers our clients a complete range of unique, innovative, and personalized services. Our clients enjoy access to the most advanced, research-based longevity medicine available and not generally accessible through more traditional health care channels. We specialize in Bioidentical Hormone Replacement Therapy, Genomic Analysis, Regenerative Peptide Therapy, and a results-oriented approach to optimizing your health. It will take place on March 25th, at 12 pm (EST). Book your place now!
The March meetup is full of stories that certainly will change the way you view workflows and how to make them more collaborative. SAVE THE DATE The Brazlian meetup is taking place on March 25th at 5pm (BRT). Book your place here. The Global edition is going to happen on March 25th at 11pm (EST). Sign up here. We are waiting for you! Do not miss our traditional event! See you there!
Pipefy is a no-code workflow automation platform that empowers you to build smarter, automated workflows. In this video, learn how to get started in 5 steps:0:00 What is Pipefy?0:21 Step 1: Create a process1:16 Step 2: Customize a form2:13 Step 3: Execute a standardized process2:58 Step 4: Run it to your conditions4:02 Step 5: Analyze your results
Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices!Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. MarchOn 10th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 17th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 24th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 31st at 10am (PST) - https://pipefy.zoom.us/j/99956210575 You also can check the Portuguese version here.
I had the opportunity to implement a few workflows for a client of mine.One request was to have Follow-Up E-Mails, meaning E-Mails that are sent to the client a year or later after a succesfull project to ask the clients whether they are still satisfied and whether there is something else to help with.Of course, thanks to Pipefy's excellent API it would have been easy case to implement this feature externally. To reduce the height of the used stack, I decided against it and implemented it in Pipefy alone.This is not a problem at all. There is actually more than one way to do so.The main trick is to use an automation triggered by a card becoming late or expired.This is how you can schedule the sending of E-Mails in order for them to be sent when you want them to be.The way to trigger a card to become expired is to set a due date. As soon as the due date is reached (and the card has not yet reached a final phase), the alert will be triggered.You can use an automation as the following to
How is Beyoung transforming its culture and delivering more agility to customers? The February meetup is full of stories that certainly will change the way you view workflows and how to make them more collaborative. On February 25th, at 12 pm (EST), we will have the privilege of learning from Beyoung's case. The Brazilian brand has the mission of simplifying people's relationship with beauty, delivering intelligent products to the consumer for skincare routine.And the special guest who will tell more about how Beyoung is transforming processes and thereby impacting the quality of life of its customers and employees is Larissa Cunha, the Product Owner of processes and agility at Beyoung. SIGN UP NOW! ____________I’m looking forward to see you there!
How automations help keep a creative agency’s recurring projects on track. Now that I’ve gone in-depth on how Pipefy Helps Our Ad Agency Field 100+ Requests Monthly, I thought I would share a simple hack in our workflow that you can apply to any project management pipeline. For us, we know that every week we have to produce 6 newspaper ads. As such, we have created simple automations to create cards at a certain time every Monday at 8AM. The great thing about this process is that it allows us to include pre-populated information in the card that saves time. We can automatically include all the information needed to complete the project, rather than having to manually create a card each week.A preview of our simple card creation automations that keep us on track! Here’s how it works, on your left-hand menu, press “Automations” --- > “Create a New automation”. Here is a preview of what our automations look like. Learn more about automations at this link. What are some ways that yo
In Integromat, configure the trigger that will trigger the automation. Some examples:- Card creation;- Phase change;- Field Update;- Scheduled triggers (time, day of the week)- Card expired, expired or delayed. In the second step, use the Update a Card Field module. Select the field you want to update with the calculation and configure the filling using the standard Integromat operators. In addition to the main mathematical operators, Integromat allows other types of transformation / substritution. It is worth checking! If you liked this integration and intend to use integromat, use this link to subscribe:Integromat
Hello, doers! I want to say thank you for your participation in the first meetup of the year. It was a pleasure to meet you again! Special thanks to @Sarah Lane and AMI for your time and also for sharing with us more about their processes. It was awesome. I’m looking forward to seeing you next month! Above you can check the recording of your meeting.
Request Tracker Saves Marketing Agency Valuable TimeWhy you should be using this feature in your public forms to cut down on staff-client and or staff to staff communication. *Ring Ring*“Yes, hello?”“Hi, this is John in Albuquerque, I asked for a new flyer for our Sunday Brunch last week, where are you at with it?”“Well, actually, we are waiting on your approval.” These awkward conversations are now a thing of the past thanks to the Request Tracker feature within Pipefy. It’s a free add-on that has saved our Advertising Agency both time, and of course, money. The premise is quite simple, empower doers within your organization and outside to check the status of a project without a phone call or extra e-mail. Once a Pipe Admin turns on this feature “Click on share, enable the form to public and click on customize,” and your users can start tracking. After each Public Form submission, submitting user’s will receive an e-mail with info on how to check the request status. There are a n
Pipefy Helps Our Ad Agency Field 100+ Requests Monthly With 2 Staff Talk about doing more with less. COVID-19 has presented a significant challenge to our in-house Advertising Agency. Due to retirements and career changes, we went from a team of 5 to 2 full time staff members. We work with 9 hotels, three shopping malls, six mobile home lots, a real estate team, restaurants, etc. Pipefy has proven to be more than just a project management solution. We have utilized our own customized version of the “Marketing Requests” template to automate project requests and allow us to never miss a deadline (at least not without knowing!). Our clients are happier and we are more productive and nimble. How can you use Pipefy for your agency or organization? Above is a screenshot of our Public Request Form. The possibilities are endless. Plus, you can now create a central repository of multiple forms connected to various pipes so that you can bring in information in multiple ways.If you’re an ad agen
Do you want to make Pipefy more accessible for you? How about getting Pipefy as a desktop app? Today we will learn how to do it! It’s super simples. Check it out: Open Google Chrome Login to your Pipefy company open Open Customize and Control Google Chrome (three dots) Select More Tools Select Create Shortcut… On the dialog, make sure to check the option Open as a window Voilá! (continue to make it permanent) Go to the Dock () right-button click on the Pipefy shortcutSelect Options > Keep in dockThat’s it! Tips by @goncaloferraz!
How AMI is using Pipefy to delivery a better staff support Our first meetup of the year couldn’t be more special. We will have the opportunity to hear and learn more about Pipefy with the presentation of @Sarah Lane from Accessible Media Inc. (AMI). The first edition of the year will take place on January 28th, at 12 pm (EST). AMI is a not-for-profit media company that entertains, informs, and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns, and values through accessible media, reflection, and portrayal. Sarah works as a Technology Services Coordinator to oversee AMI’s IT helpdesk and provide first level support to the staff. She also works on technical projects for the company. Sign up now for this exclusive and free event.
Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices!This thread is for our upcoming Tuesday Open Office Hours session on Tuesday, December 1st, 2020 at 11am PT / 12 pm MT / 1 pm CT / 2 pm ET.Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).There is no need to register for these sessions - you can join at any time.Join us at the following link: https://pipefy.zoom.us/j/147206424 Look forward to talking with you!
For years organizations have worked to develop, implement, and optimize business processes.Digital transformation is hardly a new ideology, but due to the abrupt shift from in-office to a remote work model, digital transformation processes and adoption need to happen FAST. But, with budgets plummeting, large RFPs are becoming a thing of the past. And, IT teams are focused primarily on keeping their data secure and supporting new, remote clients, not on integrated business processes.These factors have all contributed to a surge in Citizen Developers. Subject matter experts who are turning to plug and play, no-code business process tools, and taking digital transformation into their own hands.Watch a panel of experts from DYDX, Pipefy, and Vodacom as they discuss digital transformation in this new era of work and how citizen developers are leading the charge.
Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices! This thread is for our upcoming Tuesday Open Office Hours session on Tuesday, November, 24th, 2020 at 11am PT / 12 pm MT / 1 pm CT / 2 pm ET. Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions). There is no need to register for these sessions - you can join at any time.Join us at the following link: https://pipefy.zoom.us/j/147206424 Look forward to talking with you!
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